YWP
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YorkBridge Wealth Partners’s WEX WEX Stock Holding History

YorkBridge Wealth Partners’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$42K – 649
2019
Q2 		$42K Hold
200
– – 0.02% 385
2019
Q1 		$38K Hold
200
– – 0.02% 386
2018
Q4 		$28K Hold
200
– – 0.01% 395
2018
Q3 		$40K Hold
200
– – 0.02% 386
2018
Q2 		$38K Hold
200
– – 0.02% 398
2018
Q1 		$32K Hold
200
– – 0.01% 420
2017
Q4 		$29K Hold
200
– – 0.01% 443
2017
Q3 		$22K Hold
200
– – 0.01% 501
2017
Q2 		$21K Hold
200
– – 0.01% 502
2017
Q1 		$20K Hold
200
– – 0.01% 513
2016
Q4 		$22K Buy
+200
New +$21.6K 0.01% 463

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ACM
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Neuberger Berman Group
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Wells Fargo
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LWCFA
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return